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20 September 2023

Tax Forms 8805 & 8804: Foreign Partner's Information Statement of Section 1446 Withholding Tax

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13 September 2023

Tax Relief Announcement: IRS Extends Deadline for South Carolina Taxpayers Affected by Idalia

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11 September 2023

IRS Clarifies Federal Tax Implications of State Tax Refunds and Other Payments

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Featured reads
20 September 2023

Tax Forms 8805 & 8804: Foreign Partner's Information Statement of Section 1446 Withholding Tax

Read more
13 September 2023

Tax Relief Announcement: IRS Extends Deadline for South Carolina Taxpayers Affected by Idalia

Read more
11 September 2023

IRS Clarifies Federal Tax Implications of State Tax Refunds and Other Payments

Read more
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Tax Forms 8805 & 8804: Foreign Partner's Information Statement of Section 1446 Withholding Tax

When a U.S. partnership involves foreign partners, it's crucial to understand the tax implicat...
Sep 20, 2023

Tax Relief Announcement: IRS Extends Deadline for South Carolina Taxpayers Affected by Idalia

If you're a South Carolina taxpayer impacted by Idalia, the Internal Revenue Service (IRS) has...
Sep 13, 2023

IRS Clarifies Federal Tax Implications of State Tax Refunds and Other Payments

The Internal Revenue Service (IRS), the U.S. government agency responsible for tax collection and ...
Sep 11, 2023

IRS Extends Transition Period for New Roth Catch-Up Contribution Requirement

In a recent announcement, the Internal Revenue Service (IRS) has extended the administrative trans...
Sep 06, 2023

Treasury and IRS Issue Proposed Regulations for Brokers Reporting for Sale or Exchange of Digital Assets

In an era where digital assets are becoming increasingly prevalent, the ...
Sep 04, 2023

Guide to IRS Form 9465: Installment Agreement Request

As a taxpayer, there may be times when you find yourself unable to pay your tax bill in full. ...
Aug 31, 2023

Form 8880: Unveiling the Credit for Qualified Retirement Savings Contribution

Planning for retirement is a crucial aspect of financial management, yet it often remains overlook...
Aug 30, 2023

Demystifying the GILTI High Tax Exception (or - Exclusion): An Expert's Insight

In the intricate realm of international taxation, the ...
Aug 25, 2023

IRS Announces Tax Relief for Hawaii Wildfire Victims: Deadlines Extended to Feb. 15 from Oct. 16

In the wake of the devastating wildfires that recently swept through Maui and Hawaii counties, the...
Aug 22, 2023

Global Intangible Low-Taxed Income (GILTI): What It Is, How It Works & Examples

In the ever-evolving landscape of international taxation, the introduction of the Global Intangibl...
Aug 21, 2023

Moving Expenses Tax Deduction: A Primer

Understanding the nuances of specific deductions can be a challenge. One such area that has seen s...
Aug 15, 2023

Understanding the Section 965 Transition Tax: All in One Guide

Section 965, commonly referred to as the Transition Tax, was enacted to tax the accumulated and pr...
Aug 14, 2023

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IRS 101
How to Obtain a Copy of Past Returns

Prior year transcripts - who to call, which forms to fill out, etc.
How IRS Can Find You Abroad

A common misunderstanding is that US citizens abroad do not have to file tax returns
Expatriate Tax Audits

Audits are no fun, especially when the documents are not standard US tax forms; TFX can help
Tax Penalties & Interest

How the IRS computes tax, interest, and other penalties & what you can do to avoid them
Received IRS Notice?

Scary IRS letters? We will help you debunk them and form an action plan to fix any issues
Can You E-file US Tax Return from Abroad

TFX is an authorized e-file firm and e-files tax returns for taxpayers globally
How to Pay IRS Electronically From Abroad

If you do have a tax bill, what are the ways you can pay the IRS?
How to File an Amended Return

We can amend prior filed returns to ensure you get the deductions & credits you are eligible for
IRS Mailing Addresses

In cases where E-filing is not permitted (IRS rules), we outline where and how to snail mail the returns
Can Overseas Americans Get an IRS Refund?

Short answer: Yes. Long answer: Certainly, but your tax return needs to be optimized.
IRS Statute of Limitations

The IRS can’t chase you forever; we break down the rules behind the IRS statute of limitations
ITIN Q&A

What are ITINs, who needs one, how to get one, and when they expire
All IRS 101
Tax musings
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Expat Tax Rules

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Foreign Nationals

All Tax Musings
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Glossary of Tax Terms

Expatriate tax glossary. Commonly used terms explained
Definition of US Tax Person

More complicated than it sounds. How ‘US Person’ is defined by the IRS and what it means to you
Resident & Non-Resident Aliens

“Resident” can have many different meanings for the IRS.
Foreign Bank Account Report: FBAR

FinCEN Form 114 and filing requirements explained. Who needs to file, when, and why?
Form 8938 (FATCA)

Filing requirements, penalties, and other considerations
FBAR vs Form 8938

Financial reporting requirements explained
Foreign Retirement Accounts

How is your nest egg treated by the IRS? It depends on the country and the plan
Foreign Income Exclusion (FEIE)

Save over $100,000 on your US tax return with this nifty exlcusion. But, it’s complicated
Foreign Tax Credit (FTC)

How to avoid double taxation
Physical Presence Test

One of two ways to meet the Foreign Earned Income Exclusion (FEIE)
Bona Fide Residence Test

Second method to meet the Foreign Earned Income Exclusion (FEIE)
Partial Year Exclusion

Moving overseas (inbound or outbound) midyear is not uncommon
All Tax Concepts
Expat tax 101
Why File

It’s the law. But, outside of legal reasons, many taxpayers may also benefit from refunds
Expat Tax Deadlines & Due Dates

There are many different deadlines & possible extensions - TFX can keep you abreast.
Minimum Filing Requirements

What are the minimum thresholds that trigger tax filing requirements?
Tax Documents Required

Which documents you may require in getting caught up to date on your tax returns
Do Expats File State Taxes?

It depends. State taxes are one of the most misunderstood aspects of expat tax.
Common Tax Forms

Thousands of tax forms exist, but which select few you really need to understand
Dependents & Exemptions

How to understand these two terms & use them to your advantage to obtain tax refunds
Foreign Spouse Tax Implications

How to understand these two terms & use them to your advantage to obtain tax refunds
Totalization Agreements

Why these complex terms can mean a lot to self-employed individuals & digital nomads
Green Card Holders

US tax filing requirements & credits specific to permanent residents
Surrendering Citizenship or Green Card

Big life choice that also carries hidden tax implications & filing requirements
Social Security Survivor Benefits

Will Your Non-US Spouse be Able to Receive Survivor, Dependent, or Spousal Benefits?
All Expat Tax 101
Who we help
Americans Working Abroad

US Citizens & Green Card holders who are living and working outside the US
American Educators Abroad

TFX has partnerships with many international schools to assist their staff with tax filings
American Contractors Overseas

Contractor taxes contain many nuances, especially for potential state tax filing requirements
Employees of International Organizations

Aid workers (& other staff) of the UN, EC, WHO or WB have many tax advantages and tax complexities
Pilots

Thx for keeping us safe in the sky! International pilot taxes are *almost* as complex as flying a jet
Military

Working in war zones or stationed abroad, TFX can help understand filing requirements
Digital Nomads

Global citizens who earn a living without a permanent establishment
Retirees Abroad

TFX files returns for American retirees globally & ensures their nest eggs are protected
Small Business Owners

We support entrepreneurs globally & explain how to make the most of your hard-earned earnings
Green Card Holders

Permanent residency has tax implications - we explain what you need to know
Accidental Americans

Born with a U.S. citizenship but never filed tax returns? TFX can help.
Dual Citizens with US passports

Multiple citizenship is in vogue! TFX explains your U.S. tax filing requirements
All Who We Help
Tax guides
Form 1040NR - Nonresident Alien Tax Return

Non-US Citizens and Green Card Holders who have U.S income and require filing tax returns.
Form 5471

Non-US corporations owned by US Citizens and Green Card holders. Complex form debunked.
U.S Tax Guide for Retirees

Retirees abroad enjoy sunshine & tax advantages. Our guide explains how to plan accordingly.
US Tax Guide for Digital Nomads

Remote work is booming and so is the nomad lifestyle; understanding tax implications is a must
US Expat Tax Guide 2022

What do US expats abroad need to know for 2020? TFX annual guide explains due dates & more.
U.S. Contractor Abroad Tax Guide

Contractors (especially military) have different tax treatment than normal employed expats
PFIC - Form 8621

Non-US mutual fund investments may carry onerous tax implications
FBAR (FinCEN 114) & 8938 (FATCA) comparison

Financial reporting forms - similarities, differences, due dates, and more
U.S. Missionary Tax Guide

Missionary tax treatment will vary based on country & presence of social security agreements
Tax Reform 2017

Tax reform that reshaped much of the tax code: winners, losers, and business implications
IRS Estimated Payments Guide

The IRS expects certain taxpayers to make payments before the deadline - learn how and why
All Tax Guides
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IRS forms
Form 8832
Form 720
Form 5471
Form 3520
Form 709
Form 1116
Form 2555
FinCEN Form 114
Form 56
Form 8865
Form 5472
Form 8621
Form 926
Form 1040NR
Form 1118
Form 8833
Form 1120-F
Form 3520-A
Forms 8805
Form 1040-B
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Double Taxation Concern

Many U.S. taxpayers working overseas express concern about the risk of double taxation. Tax treaties existing between the U.S. and most foreign countries provide a specific mechanism for eliminating double taxation. This mechanism grants a credit for the taxes paid in the foreign country to reduce the taxes of a resident of the country. A limited amount of the foreign income tax you pay can be credited against your U.S. tax liability. Depending on the specific situation, using a full amount available foreign tax credit may be more beneficial to the expat than using foreign income exclusion. We analyze all options and offer the best tax-saving solution for each individual client.

List Of Tax Treaties. A full list of countries which have tax treaties with the United States, and the agreements themselves, can be accessed via the Internal Revenue Service website together with technical explanations in most cases. An updated treaty has recently been negotiated with the United Kingdom.